See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33718 | Advisory (Plan) | $28,909 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,424 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, LLC Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 210463250 | Accounting | $5,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,588 | $84,487+17.9% | $125,339-20.5% | $66,914+48.8% |
| Participation rate | 66.0% | 76.4%-10.4pp | 82.4%-16.3pp | 69.8%-3.8pp |
| Annual return | -17.71% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,217 | $6,781+21.2% | $7,446+10.3% | $4,237+93.9% |
| Admin fee / account holder | $751 | $685+9.7% | $10,010-92.5% | $593+26.6% |